10.74% annual returns
Monthly distributions
100% first mortgage security
zero Losing positions
FUND SUMMARY

The AVARI First Mortgage Fund provides diversified exposure to curated Australian real estate loans secured by first mortgage positions.

A wholesale, open-ended managed fund that pools investor capital to fund short-to-medium-term loans secured by registered Australian mortgages. It’s designed to deliver consistent monthly income while maintaining a strong focus on capital preservation and downside protection.

The AVARI First Mortgage Fund provides diversified exposure to curated Australian real estate loans secured by first mortgage positions.

Generate investment income without owning property. Capital preservation is prioritised through first mortgage security, conservative lending and active loan management.

The key features of the First Mortgage Fund include:

  • 10.74% annual returns
  • Monthly distributions
  • 100% first mortgage security
  • Conservative sub-65% average portfolio LVR
  • Zero losing positions
  • $50,000 minimum investment

This high-yield Fund is informed by the AVARI investment approach which combines institutional discipline with an agile, commercially informed mindset. We specialise in sourcing, executing and managing loans that offer higher risk-adjusted returns.

Built for Consistent Income
Whether through private credit or direct property strategies, we seek opportunities where complexity creates value and disciplined execution drives performance.